Archive for the Hyperion Planning Category

Let’s Join DEVEPM @ KSCOPE 16

Posted in ACE, EPM, Essbase, ETL, Hyperion Essbase, Hyperion Planning, InfraStructure, Kscope 16, ODI, ODI 10g, ODI 11g, ODI 12c, ODI Architecture, ODTUG, Oracle Database, OS Command, Performance, Tips and Tricks with tags , , , , , , , , , , , , on April 5, 2016 by RZGiampaoli

Hi Guys how are you?

Just a quickly post about this year KSCOPE. This year we’ll have 2 excellent sessions:

Take a Peek at Dell’s Smart EPM Global Environment:

Ricardo Giampaoli , TeraCorp

Co-presenter(s): Rodrigo Radtke de Souza, Dell

When: Jun 27, 2016, Session 2, 10:15 am – 11:15 am

Topic: EPM Applications – Subtopic: Planning

In a fast-moving business environment, finance leaders are successfully leveraging technology advancements to transform their finance organizations and generate value for the business.
Oracle’s Enterprise Performance Management (EPM) applications are an integrated, modular suite that supports a broad range of strategic and financial performance management tools that help business to unlock their potential.

Dell’s global financial environment contains over 10,000 users around the world and relies on a range of EPM tools such as Hyperion Planning, Essbase, Smart View, DRM, and ODI to meet its needs.

This session shows the complexity of this environment, describing all relationships between those tools, the techniques used to maintain such a large environment in sync, and meeting the most varied needs from the different business and laws around the world to create a complete and powerful business decision engine that takes Dell to the next level. 

Incredible ODI Tips to Work with Hyperion Tools

Ricardo Giampaoli , TeraCorp

Co-presenter(s): Rodrigo Radtke de Souza, Dell

When: Jun 27, 2016, Session 6, 4:30 pm – 5:30 pm

Topic: EPM Platform – Subtopic: EPM Data Integration

ODI is an incredible and flexible development tool that goes beyond simple data integration. But most of its development power comes from outside-the-box ideas.

  • Did you ever want to dynamically run any number of “OS” commands using a single ODI component?
  • Did you ever want to have only one data store and loop different sources without the need of different ODI contexts?
  • Did you ever want to have only one interface and loop any number of ODI objects with a lot of control?
  • Did you ever need to have a “third command tab” in your procedures or KMs to improve ODI powers?
  • Do you still use an old version of ODI and miss a way to know the values of the variables in a scenario execution?
  • Did you know ODI has four “substitution tags”? And do you know how useful they are?
  • Do you use “dynamic variables” and know how powerful they can be?
  • Do you know how to have control over you ODI priority jobs automatically (stop, start, and restart scenarios)?

If you want to know the answer to all this questions, please join us in this session to learn the special secrets of ODI that will take your development skills to the next level.

Join us in KSCOPE 16 and book our 2 sessions in schedule. They will be very good sessions and I’m sure that you’ll learn some new stuff that will help you in your EPM Environment!

SpeakerSquare (1)

Using templates to create dynamic rules in Calcmanager 11.1.2.4

Posted in 11.1.2.4, ACE, BSO, Business Rules, CalcScript, Calculation Manager, Calculation Script, EPM, Essbase, Hacking, Hyperion Essbase, Hyperion Planning, New Features, Oracle, Performance, Templates, Tips and Tricks with tags , , , , , , , , , , , on January 1, 2016 by RZGiampaoli

Hi guys and happy new year!!!

And to start well the new year what’s best then a post?

Today I want to talk about the new version of Calculation manager (11.1.2.4). I know that it is out for a while now but still I think it has some cool features that are not explored.

In all Planning project, sooner or later, we come to a time that we need to create a currency conversion Rule (at least I like to create a custom Rule for performance reasons). Also some companies uses a lot of currencies.

Before continue I need to say that in our case I find out that less code is equal a less performance. What I mean by that is that for the forecast horizon range period for example, instead of use “IF” and test my 15/18 months horizon I triplicate the code using “FIX” and using “SET EMPTYMEMBERSETS ON ;”.

This set command ignores the “FIX” if it returns an empty set. This approach increases the performance a lot, some times more than 8 times (In this currency example, if I ran it at channel level with “IF”, toke 8 hours, with “FIX” takes 1 hours).

Ok that means I rarely use “IF” in my Rules.

Well, you can already imagine the size and row boring and prone error is the Rules if I use only “FIX” right? However, with the “Template” feature in calcmanager and the ability to call any template or rule using a script this nightmare turns in to a dream!

Let us see how it works!

A Currency conversion for forecast applications normally has two parts:

First parts is a period range part.

Second part is the currency conversion itself.

With calcmanager, we can create two template, one for the period and the other for call the currency conversion part.

Then for the Currency conversion calculation, I create a simple core template with just a formula and a script on it:

UDA Loop Template

The “dtp_Quote_UDA”  is a DTP (design time prompt) variable with a function that will insert double quotes in every value that comes from the “dtp_UDA” DTP variable (this will be used to get values from the outside template), this way we can have use just one variable to do two papers, currency name and UDA value. The code is:

@QUOTE([dtp_UDA])

The inside the Currency calculation script we will have:

Currency Script

As we can see inside the script, I used the “dtp_Quote_UDA” as well the “dtp_UDA”. This simplify the amount of parameters I need to pass and the maintenance as well. Let’s think, we need the same information, one with double quotes, for the UDA values and other without quotes, for the Rate name.

With this technic we need to pass just once the value, let’s say BRL, and in the code Calcmanager will replace before the execution in all places, and we’ll have @UDA(Entity,”BRL”) as well HSP_Rate_BRL.

This is awesome because now I have just 8 line of code that will be transformed in any amount of times I want. The best thing is, or everything is right or everything is wrong J

Because calcmanger now we have a layer between the code written and the code generated, and this is pretty cool because opens a huge windows for creativity. You can even generate the entire code dynamically.

Ok, the next step is to loop this template once for each currency we have. For this, I created another template. This one will be used for the Forecast horizon period range as well for loop the currencies.

Period loop template

Again, the code is pretty simple, just  two fixes and one script.

For the “Period FIX” we use two DTP variable to get the value of Year and period from the outside rule ([dtp_Period] and [dtp_Year]).

The product fix is just something related with our architecture and we do not need to bother about it.

Now the “Loop Currency” is a script that will call N number of times our first template. How can we do that with a script?

Basically every time you drag and drop a template inside a rule or to another template behind the graphic design calcmanager generate a command line. This code exists thanks to its API, and you can use it to manipulate and generate almost any kind of code inside calcmanger.

Currency loop template

As we can see, inside the script we have a “Fix” for the USD currency, (that is the only different conversion) and one row for each currency.

Each row is calling a template “%Template(name:=Currency Conversion – 2 – UDA Loop” from an application “application:=”WWOPS””, a plan type, “plantype:=”Pnl””, and is passing two DTS values, one for the UDA and other for the Entity, “dtps:=(“dtp_UDA”:=[[AED]],”dtp_Entity:=[[dtp_Entity]])”.

As you can see, you can pass a DTP variable using the variable itself (dtp_Entity:=[[dtp_Entity]]).

If you want to create this API code and don’t know how to write the right syntax you can just drag your template to a rule/template, set everything and change your view to “Edit Script” or “View Script”.

Edit script

Now we just need to create the rule that will call this template for the three range of periods we have:

Currency rule

Again a simple design with a small amount of components. Here we have our SET commands, a main fix and the three templates, each one calling the previous template for a different period of range.

Period Range

The final result is a Rule with 1213 rows generated from a 8 rows template. This is the magic of calcmanager and templates. You can simplify everything, you can create dynamic aggregations, that will change depending of the application and cube, you can create codes that changes depending of the member that is coming from the forms, everything with small set of code that is reusable anytime we want!

Rule code 1Currency code 2

…….

A dynamic way to build a currency rule in calcmanager. A lot faster to build and a lot easier to maintain, since if a new currency start to be used you just need to copy and paste one line in “Currency Loop” script, change the currency and it’s done.

Build Rules using templates looks more work and some time a little bit complicate but I remember well how much time I expend changing BRs and I can guarantee that this way is much faster and easier to develop and mainly to maintain.

In the end we just create a Rule and two templates that contains just one core calculation, in my case a script calling 47 times this core, some fixes, and that’s all. It was less than 60 rows of written code to generate 1213 rows. Pretty good for me 🙂

Rules ante templates

Hope you guys enjoy and I wish a happy new year for all and you dears ones.

Happy new year!!!! A new year full of surprises!

 

Article “Unleashing Hyperion Planning Security Using ODI” was published in OTN

Posted in Configuration, Hyperion Planning, ODI, Security with tags , , , , , , , , , , , , , on July 16, 2015 by RZGiampaoli

Hi guys!

OTN just published a new article from devepm entitled “Unleashing Hyperion Planning Security Using ODI”.

This article is all about Planning security and how you can use ODI to create cell level security based in anything you like (in our case is Attribute Dimension).

This is a study case and it’s in production for 3 years right now.

Please take a look and let us know your thoughts.

Thank you and see you soon.

DEVEPM on 2MTT: “Loading Data into Essbase with ODI” – Kscope15 is just around the corner!

Posted in 2MTT, ACE, ArchBeat, Essbase, Hyperion Planning, KScope 15, ODI with tags , , , , , , on June 5, 2015 by radk00

Hi all,

Kscope15 is almost upon us! Just two weeks now for the greatest EPM event of the world! And in order to get ready for that, DEVEPM recorded another video for OTN’s 2MTT: “Loading Data into Essbase with ODI”. This tip is based on our Kscope15 session “No more Unknown Members! Smart data load validation for Hyperion Planning using ODI”, that will presented at ODTUG Kscope 2015 in Hollywood, FL on June 22, 2015,  11:30 am – 12:30 pm. It’s very hard to resume everything in only 2 minutes, but you can get a glimpse of what is going to be presented at Kscope!

If you are planning to go to Kscope, please don’t forget to meet us there! It’s going to be a pleasure for us. This year DEVEPM will try to blog daily posts while we are there, kind of “covering” the conference from the DEVEPM perspective. I say that we will “try” to post it daily because Kscope is so intense and full of excellent things to do that “free time“ is something that you do not get easily (if at all).

If you are already registered to Kscope don’t forget to plan your schedule with Kscope15 Mobile App (Cameron describes all the details in his blog). And if you get some free time after the conference while you are at Florida, you may check Ludovic’s post about “What else can you do in Sunny Florida?” which includes some nice places to visit while you are there.

Thanks all, hope to see you at Kscope15!!!

DEVEPM on ODTUG’s Technical Journal – Unleashing Hyperion Planning Security Using ODI

Posted in ACE, EPM, Hyperion Planning, InfraStructure, Kscope 14, ODI, Technical Journal with tags , , , , , , on April 22, 2015 by radk00

Hi all,

ODTUG’s Technical Journal just released our article about our Kscope 14 presentation “Unleashing Hyperion Planning Security Using ODI”. In this article you will find all the details on how to dynamically setup Hyperion Planning security based on the application metadata repository information. Here is the abstract:

“In some Hyperion Planning projects, security becomes so complex that it takes more than just granting access to some security groups on the high-level members of the dimensions. Global companies often have the necessity to create multiple Planning applications to meet the diverse regions of the globe. However, what happens when the business requires a single application with a single plan type that contains cost centers from different regions around the entity hierarchy? Moreover, is that data restricted according to the region’s security group using only one attribute dimension? Furthermore, does each user need to see aggregated values correctly for your region only? This paper demonstrates how to generate and maintain leaf-level member security settings based on attribute dimension on a global Hyperion Planning application using only ODI and Hyperion Planning application metadata repository information.”

Link to the full article.

ODTUG’s Technical Journal is an excellent place where you can find awesome technical content for free! You just need to become a member (create a free login at the ODTUG’s site). If you are not a member yet, I really recommend you to become one ASAP!

See you later!